Falists

Georgia · 51 advisers

Financial Advisors in Alpharetta, Georgia

Looking for a financial advisor in Alpharetta, Georgia? Falists indexes 51 SEC-registered and state-registered investment advisers in Alpharetta — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 46 firms list a website you can visit directly. Firms in this directory manage up to $23.88B in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

51

With website

46

Largest AUM

$23.88B

Financial planning

33

Filter by specialty

Wealth managers · Trusts & estates · Retirement · Institutional · Planning

AllWealth47Planning33Trusts37Retirement15Institutional20

Top advisors in Alpharetta

Ranked by AUM · Fees, team & specialties at a glance

View all 51 →
View all 51 advisors in Alpharetta

More cities in Georgia

Atlanta (320)Marietta (26)Savannah (17)Roswell (13)Athens (12)Duluth (12)Woodstock (11)Suwanee (10)Augusta (9)Decatur (8)Johns Creek (8)Macon (8)

Common questions

How many financial advisors are in Alpharetta, Georgia?
51 registered investment advisers are listed in our Alpharetta directory, sourced from public SEC filings.
What types of advisors are in Alpharetta?
Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
How do I choose a financial advisor in Alpharetta?
Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
Is this data official?
Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.